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Nasdaq Leads Decline as Alphabet Q3 Results Miss Expectations
Stocks closed broadly lower, led on the downside by the Nasdaq, as investors reacted to results from Alphabet and Microsoft. Hyperscaler peer Amazon joins the parade with its own earnings report due after the bell.U.S. economic growth accelerated to a 3.4% annualized rate in the third quarter, up from 2.2% in the second quarter and above economists' 3.1% forecast. The stronger-than-expected reading points to resilient consumer demand and business investment, including continued spending on AI infrastructure. However, September's personal consumption expenditures price index rose 3.6% year over year, up from 3.4% in August, keeping inflation well above the Fed's 2% target.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Alphabetreported lower-than-expected Q3 results, though the company reported year-over-year increases in Q3 advertising revenue and Cloud revenueMicrosoftreported upbeat Q1 results and provided guidance for Q2 and FY26DoorDashagreed to acquire Instacartfor $65 per shareMarvellis in advanced talks to acquire Lumentum, Bloomberg reportsEli Lillyreported Q3 results and cut its guidance for FY26, while Merckreported Q3 results and raised its outlook for FY262. WALL STREET CALLS:Alphabetdowngraded to Market Perform from Outperform at CitizensPayPaldowngraded to Underweight at BarclayseBayupgraded to Equal Weight at Wells FargoPDD Holdingsupgraded to Buy at Deutsche BankSprouts Farmers Marketdouble downgraded to Underperform at BofA3. AROUND THE WEB:NvidiaCEO Jensen Huang said the company's dealings with Megaspeed International were "normal and not unusual" following a report from the New York Times that one of the Singapore company's executives is being probed for spying on behalf of China, Bloomberg reportsToyota, Honda, and Nissanare slashing their output in China as the market for gasoline cars shrinks, Nikkei Asia reportsOnsemiis in talks to acquire 16-year-old chip startup Ferric for about $1B, The Information saysThe seven billionaire co-founders of Anthropicare set to gain collective control over the company following its listing, FT reportsTPGis in discussions with Elliott Management to acquire Ark Data Centers for around $5B, FT reports4. MOVERS:ADTgained after announcing it will be acquired by Thrive Holdings for $10 per share in cashGlaukosincreased after reporting Q3 results and providing guidance for FY26 and FY27Porch Groupand Teladocwere higher after reporting quarterly resultsIovancewere lower after reporting updated results from its Phase 2 IOV-LUN-202 trial for lifileucelServiceNowfell after reporting Q3 results and providing guidance for Q4 and FY265. EARNINGS/GUIDANCE:Bristol Myersreported Q3 results and cut its outlook for FY26Crocsreported Q3 results and raised its outlook for FY26, with CEO Andrew Rees calling it a "strong" quarterHarley-Davidsonreported Q3 results and raised its operating income guidance for FY26Baxterreported Q3 results and narrowed its outlook for FY26, with CEO Andrew Hider noting the company "delivered a strong third quarter"Caterpillarreported Q3 results and backed its guidance for FY26, with the company saying results are "tracking toward another record year"INDEXES:The Dow fell 132.54, or 0.25%, to 52,342.56, the Nasdaq lost 365.13, or 1.38%, to 26,184.73, and the S&P 500 declined 23.59, or 0.30%, to 7,720.39.
U.S. Economic Growth Accelerates to 3.4%
The major averages were broadly lower near noon as investors digest results from Alphabet and Microsoft. Hyperscaler peer Amazon joins the parade with its own earnings report due after the bell.U.S. economic growth accelerated to a 3.4% annualized rate in the third quarter, up from 2.2% in the second quarter and above economists' 3.1% forecast. The stronger-than-expected reading points to resilient consumer demand and business investment, including continued spending on AI infrastructure. However, September's personal consumption expenditures price index rose 3.6% year over year, up from 3.4% in August, keeping inflation well above the Fed's 2% target.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Alphabetreported lower-than-expected Q3 results, though the company reported year-over-year increases in Q3 advertising revenue and Cloud revenueMicrosoftreported upbeat Q1 results and provided guidance for Q2 and FY26DoorDashagreed to acquire Instacartfor $65 per shareMarvellis in advanced talks to acquire Lumentum, Bloomberg reportsEli Lillyreported Q3 results and cut its guidance for FY26, while Merckreported Q3 results and raised its outlook for FY262. WALL STREET CALLS:Alphabetdowngraded to Market Perform from Outperform at CitizensPayPaldowngraded to Underweight at BarclayseBayupgraded to Equal Weight at Wells FargoPDD Holdingsupgraded to Buy at Deutsche BankSprouts Farmers Marketdouble downgraded to Underperform at BofA3. AROUND THE WEB:Onsemiis in talks to acquire 16-year-old chip startup Ferric for about $1B, The Information saysThe seven billionaire co-founders of Anthropicare set to gain collective control over the company following its listing, FT reportsTPGis in discussion with Elliott Management to acquire Ark Data Centers for around $5B, FT reportsA Greek-owned container ship operated by ZIM Integratedwas sunk in the Black Sea by unmanned drone vessels after sailing from Haifa, Globes saysDeutsche Telekom'splans to combine with its American arm T-Mobile UShave hit a snag and the German telecommunications giant has opted against submitting a formal bid for the time being, Bloomberg reports4. MOVERS:ADTgains after announcing it will be acquired by Thrive Holdings for $10 per share in cashGlaukosincreases after reporting Q3 results and providing guidance for FY26 and FY27Porch Groupand Teladochigher after reporting quarterly resultsIovancelower after reporting updated results from its Phase 2 IOV-LUN-202 trial for lifileucelServiceNowfalls after reporting Q3 results and providing guidance for Q4 and FY265. EARNINGS/GUIDANCE:Bristol Myersreported Q3 results and cut its outlook for FY26Crocsreported Q3 results and raised its outlook for FY26, with CEO Andrew Rees calling it a "strong" quarterHarley-Davidsonreported Q3 results and raised its operating income guidance for FY26Baxterreported Q3 results and narrowed its outlook for FY26, with CEO Andrew Hider noting the company "delivered a strong third quarter"Caterpillarreported Q3 results and backed its guidance for FY26, with the company saying results are "tracking toward another record year"INDEXES:Near midday, the Dow was down 158.53, or 0.30%, to 52,316.57, the Nasdaq was down 290.35, or 1.09%, to 26,259.50, and the S&P 500 was down 18.41, or 0.24%, to 7,725.57.
Nvidia Informs Customers of 15% Price Increase for AI Servers
The major averages had a mixed day, with the Nasdaq and S&P 500 in the red as major chip stocks, including Micron, AMD, and Broadcom, were in decline. A key catalyst this week is Nvidia's earnings on Wednesday. Nvidia shares have already declined for five consecutive sessions, while some of its customers have reportedly been told that AI server prices could rise by more than 15% because of higher memory costs.Meanwhile, the U.S. is preparing new economic sanctions targeting Iran's trade partners, with Treasury Secretary Scott Bessent expected to provide details. Oil prices have pulled back despite the escalating tensions. There is also a new U.S.-Canada trade dispute to watch after trade negotiations broke down, adding another source of uncertainty for companies with significant North American supply chains and sales exposure.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiahas told some of its largest customers that prices of servers containing AI chips are going to increase over 15% in many cases as memory chip costs skyrocket,Meanwhile, Nvidia is in talks to invest in Perplexity at a valuation above $30B,Alibabaannounced theof 710,000,000 newly issued ordinary shares of the company to non-U.S. persons outside the United StatesnVent ElectricMaverick Power for $1.75BPDD Holdingsreported2. WALL STREET CALLS:Canada Gooseto Underweight from Overweight at Wells FargoUBSCelesticato Buy on 50% earnings growth to 2028Wall Street rolled out coverage of Jersey Mike's SubswithDardento Outperform from Neutral at BairdChipotleto Neutral from Outperform at Baird3. AROUND THE WEB:Polestar Automotivesaid it was blindsided by the U.S. Commerce Department's June ban on its vehicle sales over Chinese connected-car technology concerns, despite assurances it could remain alongside corporate cousin Volvo, WSJ reportsHims & Hershas been placed in Visa'sAcquirer Monitoring Program after a surge in weight-loss subscription disputes, adding scrutiny to its billing practices and creating potential operational and reputational risks, Bloomberg reportsTeslahas lost Shishuang Sun, its senior AI hardware engineer, to former Dojo startup DensityAI, highlighting continued talent attrition in critical chip design and system integration as Tesla ramps its in-house AI hardware efforts, Electrek saysIn a recently published report titled "XHLD: A Shady Underwriter's Pump & Dump on the Brink of T-12 Halting," Fugazi Research says TEN Holdings"is not a software company hiding inside an events business."Anthropic's bankers said the company could raise more than $100B in its IPO, which could value it at $2T, in recent discussions with potential investors, The New York Times reports4. MOVERS:Capricoradvanced after announcing thefor Deramiocel for its amendment reviewGeminigained after entering aBitminewas higher after reportingApplied Optoelectronicsfell afterof up to $600M in stockEos Energyclosed lower after entering a software and hardware5. EARNINGS/GUIDANCE:XPeng, with EPS and revenue missing consensusRoyal Bank of Canadatoon August 27Marvell Technologytoon August 27Crowdstriketoon August 26Salesforcetoon August 26INDEXES:The Dow rose 140.15, or 0.26%, to 53,417.16, the Nasdaq lost 200.26, or 0.76%, to 25,980.19, and the S&P 500 declined 21.51, or 0.28%, to 7,652.86.
Nasdaq and S&P 500 Decline as Nvidia Faces Price Hike
The major averages were mixed near noon, with the Nasdaq and S&P 500 in the red following a slide in Treasury yields and a drop in key tech names. Major chip stocks, including Micron, AMD, and Broadcom, were in decline while other tech names such as Coherent and Lumentum were also slipping.A key catalyst this week is Nvidia's earnings on Wednesday. Nvidia shares have already declined for five consecutive sessions, while some of its customers have reportedly been told that AI server prices could rise by more than 15% because of higher memory costs.Meanwhile, the U.S. is preparing new economic sanctions targeting Iran's trade partners, with Treasury Secretary Scott Bessent expected to provide details. Oil prices have pulled back despite the escalating tensions. There is also a new U.S.-Canada trade dispute to watch after trade negotiations broke down, adding another source of uncertainty for companies with significant North American supply chains and sales exposure.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Nvidiahas told some of its largest customers that prices of servers containing AI chips are going to increase over 15% in many cases as memory chip costs skyrocket,Meanwhile, Nvidia is in talks to invest in Perplexity at a valuation above $30B,Alibabaannouncedof 710,000,000 newly issued ordinary shares of the company to non-U.S. persons outside the United StatesnVent ElectricMaverick Power for $1.75BPDD Holdingsreported2. WALL STREET CALLS:Canada Gooseto Underweight from Overweight at Wells FargoUBSCelesticato Buy on 50% earnings growth to 2028Wall Streetof Jersey Mike's Subswith mostly bullish viewsDardento Outperform from Neutral at BairdChipotleto Neutral from Outperform at Baird3. AROUND THE WEB:Hims & Hershas been placed in Visa'sAcquirer Monitoring Program after a surge in weight-loss subscription disputes, adding scrutiny to its billing practices and creating potential operational and reputational risks, Bloomberg reportsTeslahas lost Shishuang Sun, its senior AI hardware engineer, to former Dojo startup DensityAI, highlighting continued talent attrition in critical chip design and system integration as Tesla ramps its in-house AI hardware efforts, Electrek saysIn a recently published report titled "XHLD: A Shady Underwriter's Pump & Dump on the Brink of T-12 Halting," Fugazi Research says TEN Holdings"is not a software company hiding inside an events business."Crocs'disciplined inventory and promotional strategy is paying off, with North American growth returning and international strength pushing quarterly revenue above $1B, while HeyDude shows signs of stabilization, WSJ saysAnthropic's bankers said the company could raise more than $100B in its IPO, which could value it at $2T, in recent discussions with potential investors, The New York Times reports4. MOVERS:Capricorincreases after announcing thethe action date for Deramiocel for its amendment reviewGeminigains afterwith Apex Fintech SolutionsBitminehigher afteras of August 23Applied Optoelectronicsfalls afterof up to $600M in stockEos Energylower after entering a software and hardwarewith Wattmore5. EARNINGS/GUIDANCE:XPeng, with EPS and revenue missing consensusRoyal Bank of Canadaon August 27Marvell Technologyon August 27Crowdstrikeon August 26Salesforceon August 26INDEXES:Near midday, the Dow was up 151.82, or 0.28%, to 53,428.83, the Nasdaq was down 92.24, or 0.35%, to 26,088.22, and the S&P 500 was down 12.33, or 0.16%, to 7,662.04.
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